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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
376
Whittier Trust
California
$295K +$192K +4,260 +186%
IWA
377
IBEX Wealth Advisors
New Jersey
$290K +$11K +244 +4%
WSCM
378
Wellington Shields Capital Management
New York
$288K +$45K +1,000 +19%
VFA
379
Valeo Financial Advisors
Indiana
$288K +$287K +6,386 New
IH
380
IFC Holdings
Florida
$286K -$2.71M -60,296 -91%
JFA
381
JNBA Financial Advisors
Minnesota
$274K -$22.5K -500 -8%
EWM
382
Endurance Wealth Management
Rhode Island
$274K -$2.25K -50 -0.8%
BJL
383
Brighton Jones LLC
Washington
$274K +$274K +6,084 New
JIC
384
Joel Isaacson & Co
New York
$271K -$6.21K -138 -2%
HTC
385
Haverford Trust Company
Pennsylvania
$271K – – –
RJT
386
Raymond James Trust
Florida
$269K -$55.8K -1,240 -17%
SIM
387
Sterling Investment Management
Arizona
$269K +$21.6K +480 +9%
FIM
388
Fernwood Investment Management
Massachusetts
$269K +$27.5K +612 +11%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$267K -$30.6K -680 -10%
SBL
390
Sargent Bickham Lagudis
Colorado
$267K +$900 +20 +0.3%
CCMW
391
Cypress Capital Management (Wyoming)
Wyoming
$263K -$8.99K -200 -3%
APP
392
Avantax Planning Partners
Iowa
$258K – – –
BWA
393
BDO Wealth Advisors
Florida
$253K +$14.8K +328 +6%
LA
394
Lynch & Associates
Indiana
$252K – – –
RWA
395
River Wealth Advisors
Pennsylvania
$252K +$5.85K +130 +2%
CIM
396
Contravisory Investment Management
Massachusetts
$251K +$251K +5,574 New
SI
397
SII Investments
Wisconsin
$249K +$247K +5,496 New
FMBTD
398
First Midwest Bank Trust Division
Illinois
$247K -$53.3K -1,186 -18%
KCM
399
Kanawha Capital Management
Virginia
$245K -$3.15K -70 -1%
MMG
400
Monetary Management Group
Missouri
$241K – – –
14 15
16
17 18